Symphony Financial’s Royal Gold RGLD Stock Holding History

Symphony Financial’s Portfolio RGLD Stock Details RGLD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-1,495	Closed	-$299K	–	309
2025 Q3	$299K	Sell	1,495 -641	-30%	-$111K	0.04%	216
2025 Q2	$315K	Buy	+2,136	New	+$378K	0.04%	196

Other funds holding RGLD

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Symphony Financial's RGLD Position: Q4 2025 in Review

Symphony Financial sold out of Royal Gold (RGLD) in Q4 2025, closing a stake of 1,495 shares — an estimated $299K sold.

Symphony Financial first reported a position in RGLD in Q2 2025 and held it in 2 quarters. The position peaked at $315K in Q2 2025. 743 funds tracked by Wall St. Rank hold RGLD as of Q4 2025.

Symphony Financial reported no remaining Royal Gold position as of Q4 2025 after selling out during the quarter.
Symphony Financial sold 1,495 Royal Gold shares in Q4 2025, an estimated $299K.
Symphony Financial first reported a position in Royal Gold in Q2 2025 and held it in 2 quarters.
Symphony Financial's Royal Gold position peaked at $315K in Q2 2025.
743 funds tracked by Wall St. Rank held Royal Gold as of Q4 2025.

Based on Symphony Financial's 13F filing for Q4 2025, filed 11 Feb 2026.